BFG

Bouchey Financial Group Portfolio holdings

AUM $1.36B
1-Year Est. Return 13.96%
This Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+13.96%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$1.36B
AUM Growth
+$29.5M
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
179
New
Increased
Reduced
Closed

Top Buys

1
+$40M
2
+$12.3M
3
+$6.38M
4
HODL icon
VanEck Bitcoin Trust
HODL
+$5.85M
5
AGG icon
iShares Core US Aggregate Bond ETF
AGG
+$2M

Top Sells

1
+$35.5M
2
+$6.78M
3
+$5.44M
4
QQQ icon
Invesco QQQ Trust
QQQ
+$5.21M
5
DFAS icon
Dimensional US Small Cap ETF
DFAS
+$4.84M

Sector Composition

1 Technology 6.49%
2 Consumer Discretionary 2.28%
3 Financials 0.87%
4 Industrials 0.59%
5 Communication Services 0.57%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
NEE icon
76
NextEra Energy
NEE
$199B
$663K 0.05%
7,013
+500
XAUG icon
77
FT Vest US Equity Enhance & Moderate Buffer ETF August
XAUG
$50.9M
$656K 0.05%
17,327
-31
WFC icon
78
Wells Fargo
WFC
$243B
$652K 0.05%
7,576
-16
VEU icon
79
Vanguard FTSE All-World ex-US ETF
VEU
$63.5B
$650K 0.05%
8,228
V icon
80
Visa
V
$595B
$649K 0.05%
2,107
+106
AMGN icon
81
Amgen
AMGN
$186B
$649K 0.05%
1,825
+63
VZ icon
82
Verizon
VZ
$194B
$646K 0.05%
13,518
+671
IGM icon
83
iShares Expanded Tech Sector ETF
IGM
$9.48B
$645K 0.05%
5,070
VTV icon
84
Vanguard Value ETF
VTV
$170B
$604K 0.04%
2,978
-1,063
WMT icon
85
Walmart Inc
WMT
$1.04T
$602K 0.04%
4,662
+1,864
MPLX icon
86
MPLX
MPLX
$56.2B
$596K 0.04%
10,568
PG icon
87
Procter & Gamble
PG
$344B
$577K 0.04%
3,933
+606
HACK icon
88
Amplify Cybersecurity ETF
HACK
$1.96B
$569K 0.04%
7,605
MO icon
89
Altria Group
MO
$112B
$566K 0.04%
8,339
+312
COST icon
90
Costco
COST
$449B
$565K 0.04%
547
+148
EPS icon
91
WisdomTree US LargeCap Fund
EPS
$1.47B
$557K 0.04%
7,815
RTX icon
92
RTX Corp
RTX
$235B
$551K 0.04%
2,711
+37
TRTX
93
TPG RE Finance Trust
TRTX
$648M
$536K 0.04%
+65,616
CVX icon
94
Chevron
CVX
$369B
$516K 0.04%
2,710
+954
ILCG icon
95
iShares Morningstar Growth ETF
ILCG
$2.92B
$512K 0.04%
5,060
LRCX icon
96
Lam Research
LRCX
$335B
$502K 0.04%
1,940
+130
GAUG icon
97
FT Vest US Equity Moderate Buffer ETF August
GAUG
$298M
$479K 0.04%
12,069
-36
HON icon
98
Honeywell
HON
$135B
$462K 0.03%
1,957
+64
DE icon
99
Deere & Co
DE
$152B
$460K 0.03%
743
+246
XLF icon
100
State Street Financial Select Sector SPDR ETF
XLF
$50.3B
$459K 0.03%
8,937
+1,131
2 3
4
5 6